Top Results1329 results
James Zhang: Bringing Emerging Markets Onchain With Jambo
Emerging markets or crypto native or like native tech users in the States or Asia is still a very tough...Um, but like more broadly in terms of the global emerging market focus, like maybe you could just talk...A very big part of sort of doing a business and any emerging markets or having infrastructure set up...markets, right?
47 Min
DeFi
Jan 2025
zkVerify Memo: Integration Flow, Potential Markets, and Token Economics
We will discuss the high level operations of zkVerify, potential target markets, and dive into the protocol...Potential Markets Unlike other standalone chains, zkVerify does not have smart contract capabilities....zkVerify’s improved operation flow for zero-knowledge proof (ZKP) verification and highlights potential markets...
22 Min
Infrastructure
Apr 2025
Market Musings - April Showers… May Flowers? - Macro & Markets May 2025
, including bitcoin and crypto markets more broadly....This trend is already putting strain onto global bond markets....MicroStrategy led BTC additions with 4,020 new coins, while emerging vehicles like SharpLink Gaming and...Ethereum and Solana are emerging as strategic reserve assets, backed by targeted financings and integrated...
25 Min
Macro & Markets
Jun 2025
The Year Ahead for Markets 2025
In other words, optimism will return to crypto markets....This was our chart from the Markets Year Ahead 2024 report....At the time, SOL was still pretty downbad and unloved by markets....What’s the bear case to our outlook for risk markets?...This would undoubtedly weigh on risk asset markets....Our Year Ahead for Markets - 2025 does just that.
90 Min
Macro & Markets
Dec 2024
Markets Will Save The World
The core problem is that illiquid markets = inefficient markets....Prediction markets do something similar for markets....Prediction markets are passive....Why should we trust markets?...Decision markets are essentially parallel markets for governance tokens.
66 Min
DeFi
Oct 2024
Market Musings - Game Time For Crypto Markets
This week we focus almost entirely on crypto markets (with a bit of TradFi)....The rally in crypto markets over the last several weeks seems to be supporting this as well....It is easy to get caught up in the shorter timeframes and minutia of markets....Markets Will Save The World (Delphi Research) This report highlights how prediction markets and futarchy...
16 Min
Macro & Markets
Oct 2024
Yapster: Sleeping Giant of the Internet Capital Markets Meta?
Internet capital markets (ICM) is the new narrative taking CT by storm....“internet capital markets” bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv — Steve (...TL;DR: Internet capital markets appears to be a hollow narrative....It has an intuitive connection to the internet capital markets brand and offers strong r/r relative to...
5 Min
DeFi
May 2025
Plume × Royco Genesis Incentives – Day-1 Yield Markets
...morning and will be distributing 150 million liquid, non-dilutive $PLUME via Royco’s Incentived-Action Markets...It’s simple:  Protocols (Nest, Rooster, Solera, Tempest, etc.) have already created Royco markets that...And, Plume has allocated additional $PLUME token incentives for each of these markets....the highest risk-adjusted yield between markets. ...
4 Min
DeFi
Jun 2025
Market Musings - A Tale of Two Markets
Everyone cheered and markets rallied....Where does that leave markets today?...On one hand, TradFi markets look generally fine....in crypto markets to continue....Spot markets and futures markets are distinctly different and equally important to monitor with respect...turned into a tale of two markets.
12 Min
Macro & Markets
Sep 2024
Where Do Markets Go From Here?
Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023. If you haven’t had the chan...
1 Min
Macro & Markets
Apr 2025
State of Crypto Markets - Crypto Insider Talks (Apr. 2025)
AI Summary Market Overview Markets showing positive momentum with green candles despite recent volatility...happening after Liberation Day and tariff effects Recent tech earnings came in better than expected, giving markets...
2 Min
Macro & Markets
May 2025
Global Markets Are One Giant Carry Trade
...headwinds from Trumps tariff policies have further added fuel to the uncertainty for risk-on assets as markets...During last year’s unwind we caught wind of what this could mean for broader global markets....https://www.statista.com/statistics/246420/major-foreign-holders-of-us-treasury-debt/ Global Markets...
6 Min
Global Macro Themes
Apr 2025
A New Framework For Understanding Moats In Crypto Markets
If the answer is yes, it is likely a matter of time before an emerging fork or undifferentiated competitor...It is also worth noting that while larger money markets such as Aave may be insulated from emerging competitors...– I would argue that for the majority of money markets, the answer is in fact, yes.
36 Min
DeFi
Aug 2024
Why Emerging Chains Will Struggle
With countless new and emerging chains coming to market imminently, I’ve been thinking a lot about how...So what does this all mean for the countless new chains and emerging chains coming to market imminently...First, this framework suggests that emerging chains will continue to face headwinds given the inherent...
5 Min
Infrastructure
Feb 2025
Programmable Asset Ledgers Will Eat The World
While there is certainly unmet demand here, especially in emerging markets, it is a fraction of the market...Not only does this intuitively make sense, but it’s also consistent with the adoption of most emerging...this begs the question: will blockchains, as programmable asset ledgers, have a role to play in this emerging...
25 Min
DeFi
Mar 2025
Symbiotic Markets: Present Realities & Future Paths
Robotic foundation models are emerging, yet it’s unclear whether they can cope with unstructured environments...Crypto-based incentive models—like DePIN, smart contracts, and DAOs—are emerging as a natural solution...risks by designing decentralized ownership models, crypto-based revenue-sharing systems, and labor markets...
9 Min
Artificial Intelligence
Feb 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
But this burst in demand in emerging markets has deepened Tethers liquidity as well, a win-win situation...markets) “tron is cheap” just doesn’t hold anymore pic.twitter.com/Q70y1pZZMJ — Bridget (@bridge__harris...Currently one of the largest unbanked populations among emerging markets....markets versus the west that has easy access to banking.
28 Min
Infrastructure
Jun 2025
The Public Crypto Accumulator Era - Part 1
A new class of firms is emerging that design their capital structure not to build crypto products, but...What corporate strategies and archetypes are emerging from public crypto accumulation?  ...ETH, SOL, and XRP are emerging as treasury candidates in their own right, each shaped by its own regulatory...markets where traditional banking rails remain inefficient.
31 Min
Macro & Markets
Jun 2025
Story Protocol: Does IP Need a Chain?
...produced 44% more breakthroughs in materials science and 39% more new patent filings, demonstrating this emerging...technological shifts toward open-source, decentralization, and automation, Story positions itself to tackle emerging...Additionally, patent-based and proprietary IP markets (like biotech or closed-source software) face ongoing...
24 Min
Layer 1 / L1
Apr 2025
Sui's Q1 Wrapped: BitcoinFi, MEV, and Scaling
These advancements are further reinforced by the implementation of localized object-based fee markets...BTCfi on Sui BTCfi has recently become an emerging niche on Sui, bringing lending, staking, and yield...By allowing unused funds to generate yield in lending markets while remaining accessible for trades,...
13 Min
Infrastructure
Apr 2025